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Philanthropic Advisory Specialist
1 month ago
Job Summary:
RBC Dominion Securities Inc. is seeking a highly motivated and skilled Philanthropic Advisory Specialist to provide strategic advice and guidance to high net worth and ultra high net worth clients in developing their family philanthropic and legacy plans.
Key Responsibilities:
* Provide strategic philanthropy wealth planning for high net worth and ultra high net worth individuals and business owners
* Self-source new philanthropy wealth planning engagements through a combination of in-person and virtual activities
* Review the client's current situation and develop philanthropic strategies and solutions that leverage knowledge of Canadian tax rules and issues unique to privately owned entities, entrepreneurs, and high net worth individuals
* Deliver customized memos or PowerPoint presentations summarizing strategies and discussions
Requirements:
* Fluency in English and French
* University degree
* 10 years or more of related experience in accounting, tax law, wealth planning, or philanthropy
* Strong knowledge and technical proficiency related to charitable giving strategies, issues, and trends
* Exceptional relationship management skills to build deep, trusted partnerships with target clients
What We Offer:
* Comprehensive Total Rewards Program including bonuses and flexible benefits
* Leaders who support your development through coaching and managing opportunities
* Ability to make a difference and lasting impact
* Work in a dynamic, collaborative, progressive, and high-performing team
Why RBC?
At RBC, we thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
